+48.8%
VMC vs WU
-44.4%
+93.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.3% |
| 7D | -4.3% | +2.1% | -6.4% | -4.9% |
| 30D | +16.2% | +10.1% | +6.1% | +13.4% |
| 3M | -0.8% | -1.1% | +0.3% | -0.9% |
| 6M | +1.2% | -19.8% | +21.0% | +5.6% |
| YTD | +0.5% | -20.8% | +21.2% | +4.7% |
| 1Y | -2.9% | -15.1% | +12.2% | -0.8% |
| 3Y | +37.3% | -23.2% | +60.6% | +40.3% |
| 5Y | +48.8% | -42.6% | +91.4% | +68.2% |
| All | +48.8% | -44.4% | +93.2% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling